732 client services associate jobs at 270 companies in Yonkers, NY
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Client Services Associate
New York City, New York, United States
OnsiteFull Time
TransPerfect: Providing global translation, localization, and language technology solutions.
Bachelor's degree, strong written and verbal English, customer service or project management experience, MS Office proficiency, problem solving, organization, and ability to manage client projects and timelines.
Titan: Mobile-first wealth management platform for individual investors.
1+ YOE1–3+ years in financial services or client operations; strong communication, organizational, and problem-solving skills; familiarity with support tools; Series 7 and either Series 66 or Series 63+65.
SPS: Global provider of document management and business process outsourcing.
High school diploma required; 1+ years of prior experience preferred. Requires customer service, communication, organizational, shipping and receiving, computer, problem-solving, and physical handling skills.
Microsoft Office Suite, Greenhouse Applicant Tracking System
TransPerfect: Provides global language services and localization technology solutions.
Bachelor's degree; strong English communication; problem solving; customer service or project management experience; organized, detail-oriented, and able to multi-task; MS Office proficiency; willingness to learn.
Build Up Justice NYC: Provides free civil legal services to low-income New Yorkers.
2+ YOE2+ years administrative/office experience (preferably nonprofit); strong interpersonal, written and verbal communication; data management and case documentation; proficiency with Microsoft Office and case management tools; bilingual English/Spanish preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics, Notion, SharePoint, Legal Server
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
Hightower: Provides independent wealth management and financial planning services.
3+ YOEBA/BS degree, 3+ years client service experience, Series 7 and 66 required, knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, and Envestnet; strong communication and analytical skills.
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
7+ YOE7+ years investor servicing experience in alternative investments; strong communication, organizational skills; proficiency with service provider systems and Microsoft programs; ability to manage transfer agency workflows and train others.
Born Social: A full-service social media agency offering creative and strategy.
4+ YOE4+ years client services experience in an agency; social-first strategy knowledge; project management and commercial account experience; proven account retention and growth; experience with global/FMCG brands preferred.
Syneos Health: Global biopharmaceutical services for clinical development and commercialization.
Provides people leadership for Client Services Managers, translates strategy into operational initiatives, monitors team capacity, drives process improvement; requires Associate's or BA/BS degree and strong Microsoft Office proficiency.
Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
AonNYSE: AON: Global professional services firm providing risk and people solutions.
2+ YOEBachelor's degree, 2+ years account management/customer service experience, life and health insurance license, strong Microsoft Office skills, attention to detail and client-facing communication.
Ownership Works: Non-profit partnering with companies to implement employee ownership programs.
2+ YOEB.A./B.S. required;2+ years consulting/finance experience preferred;financial modeling and Excel/PowerPoint proficiency;client advisory and project management skills;ability to use AI tools.
Neuberger Berman: Provides global investment management and wealth advisory services.
2+ YOERequires SIE, Series 7, and Series 66; 2–4 years of preferred financial services client support experience; Microsoft Office proficiency; strong organization, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
Wealthspire: Provides integrated wealth management and financial advisory services.
2+ YOEBachelor's degree, 2+ years account management/customer service experience, Life & Health Insurance license, strong Microsoft Office skills, attention to detail and time management.
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
2+ YOERequires SIE, Series 7, and Series 66; financial services client support experience preferred; proficiency in Microsoft Office and ability to manage confidential information, multiple tasks, and client relationships.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
1+ YOERequires a BA/BS, strong client service and organizational skills, Microsoft Office proficiency, and preferably 1–3 years of financial industry client service experience. Series 7 and 66 are preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Client Relationship Management (CRM) System
Neuberger Berman: Global investment management and wealth advisory firm.
Requires SIE, Series 7, and Series 66; financial services client support preferred, Microsoft Office proficiency, strong communication and organization skills, and work authorization without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet